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20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-11-14 |
Branch Locations
700 Washington Street Suite 203, Columbus, IN 47201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Greenwood | IN | 09/2014 | 07/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 07/2017 | 04/2018 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2017 | 04/2018 |
| Old National Bank | Indianapolis | IN | 04/2018 | 09/2022 |
| Lpl Financial Llc | Indianapolis | IN | 03/2020 | 09/2022 |
| Donaldson Capital Management Llc | Evansville | IN | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-01 |
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